SVWAG
Sound View Wealth Advisors Group’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
36,717
+535
| +1% | +$5.81K | 0.03% | 301 |
|
|
2025
Q1 | $363K | Buy |
36,182
+2,628
| +8% | +$26.4K | 0.03% | 308 |
|
|
2024
Q4 | $332K | Sell |
33,554
-4,090
| -11% | -$40.5K | 0.03% | 325 |
|
|
2024
Q3 | $398K | Buy |
37,644
+1,953
| +5% | +$20.6K | 0.03% | 293 |
|
|
2024
Q2 | $448K | Sell |
35,691
-1,954
| -5% | -$24.5K | 0.05% | 245 |
|
|
2024
Q1 | $500K | Buy |
37,645
+6,414
| +21% | +$85.2K | 0.05% | 236 |
|
|
2023
Q4 | $381K | Sell |
31,231
-617
| -2% | -$7.52K | 0.04% | 271 |
|
|
2023
Q3 | $396K | Sell |
31,848
-173
| -0.5% | -$2.15K | 0.05% | 250 |
|
|
2023
Q2 | $484K | Buy |
32,021
+4,247
| +15% | +$64.3K | 0.06% | 226 |
|
|
2023
Q1 | $350K | Sell |
27,774
-3,457
| -11% | -$43.6K | 0.05% | 265 |
|
|
2022
Q4 | $381K | Buy |
31,231
+5,292
| +20% | +$64.5K | 0.04% | 271 |
|
|
2022
Q3 | $291K | Buy |
25,939
+4,823
| +23% | +$54.1K | 0.07% | 216 |
|
|
2022
Q2 | $235K | Buy |
21,116
+2,527
| +14% | +$28.1K | 0.05% | 252 |
|
|
2022
Q1 | $314K | Buy |
18,589
+3,362
| +22% | +$56.8K | 0.06% | 232 |
|
|
2021
Q4 | $316K | Sell |
15,227
-2,370
| -13% | -$49.2K | 0.06% | 229 |
|
|
2021
Q3 | $249K | Buy |
17,597
+4,700
| +36% | +$66.5K | 0.05% | 254 |
|
|
2021
Q2 | $192K | Sell |
12,897
-3,292
| -20% | -$49K | 0.04% | 281 |
|
|
2021
Q1 | $198K | Buy |
16,189
+2,993
| +23% | +$36.6K | 0.05% | 262 |
|
|
2020
Q4 | $116K | Buy |
13,196
+200
| +2% | +$1.76K | 0.03% | 252 |
|
|
2020
Q3 | $87K | Hold |
12,996
| – | – | 0.02% | 244 |
|
|
2020
Q2 | $79K | Sell |
12,996
-4,250
| -25% | -$25.8K | 0.02% | 241 |
|
|
2020
Q1 | $83K | Sell |
17,246
-5,910
| -26% | -$28.4K | 0.03% | 211 |
|
|
2019
Q4 | $215K | Sell |
23,156
-1,779
| -7% | -$16.5K | 0.06% | 231 |
|
|
2019
Q3 | $228K | Sell |
24,935
-5,182
| -17% | -$47.4K | 0.07% | 226 |
|
|
2019
Q2 | $308K | Buy |
+30,117
| New | +$308K | 0.09% | 192 |
|